Shares are visible and portable, similar to as when they have been purchased directly

Underlying shares are owned, not units in a fund

Access to professionally managed Model Portfolio investment options

Tax positions can be more easily managed

Online access and consolidated reporting

They can facilitate more active management of a client's investment portfolio (no ROA required for changes).​

How do Model Portfolios compare to managed funds?

The key difference is that a model portfolio holder retains beneficial ownership of the securities, without the high transaction costs of buying and selling shares yourself. With model portfolios the underlying securities are visible to the investor and the investor retains the tax advantages of owning direct shares.

Do Managed Accounts minimise transaction costs?

Managed Accounts can reduce costs by combining share transactions across all investors using the platform, thus getting better brokerage rates, netting buys and sells of the same shares.

Who can utilise a Managed Account?

Quilla Managed Accounts are available to advised investors.

What are the investment options?

Investors can invest in a range of investment options including Model Portfolios, Managed Funds, shares, ETFs and term deposits.

What are Model Portfolios?

Model Portfolios are professionally managed investment portfolios made up of a combination of direct securities, ETFs, LICs and Managed Funds that are beneficially owned by each investor.

How do Quilla construct their Model Portfolios?

When constructing Model Portfolios, we assess opportunities in each investment universe in order for the following priority:

Direct securities (ASX listed shares);

ETF traded on the ASX; and

Managed Funds.

Quilla actively manages its model portfolios and will decide to buy or sell assets in the portfolio based on a pre-defined strategy. We manage the portfolios from a total portfolio perspective using an objective based approach that provides a higher certainty of achieving objectives relative to traditional set and forget portfolios.

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